To achieve steady, low volatility returns by investing across sectors. A curated list of the best stocks (usually around 50) in the Indian market at any given point in time, based on First Global’s proprietary Investment Criteria.
|Alpha (1Y)||Beta (1Y)||Standard Deviation (1Y)||% of +ve Months (SI)|
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|First Global The India Super 50||-2.05%||-0.12%||15.49%||15.88%||6.39%||23.36%||24.25%|
|Strategy||Category||Fund Manager||Date of Inception||Age Of PMS||Corpus (in Cr, approx)||Benchmark||Returns SI (CAGR)||Stocks In Portfolio||Sectors In Portfolio|
|First Global The India Super 50||Multi Cap||Ms. Devina Mehra||11 February 2020||3Y 9M||289.24||NSE 500||24.25%||76||5|
|Portfolio Quality (Q)||Portfolio Risk (R)||Portfolio Consistency (C)|
|Index||Category Alpha (1Y)||Relative Alpha (1Y)||
% of +ve Months
|Alpha (1Y)||Beta (1Y)||
Standard Deviation (1Y)
Sharpe Ratio (1Y)
|Alpha (SI)||Information Ratio (SI)||Consistency Ratio %|
|Nifty 50||5.86%||1.05%||64.44%||6.91%||0.72||9.68%||1.87||11.01%||0.81||53.33 %|
|Nifty 500||4.08%||1.1%||5.18%||0.82||8.91%||0.69||51.11 %|
|Nifty Midcap 100||-8.70%||-1.69%||-10.39%||0.75||0.62%||0.04||42.22 %|
|Nifty Smallcap 100||-10.58%||-4.8%||-15.38%||0.58||3.83%||0.20||37.78 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
|NIPPON INDIA ETF BANK BEES||5.88|
|Tata Consultancy Services Ltd||3.75|
|Bajaj Auto Ltd||2.52|
|Top 5 Equity Holdings||18.46|
Market Cap Allocation
From the Founders & Managers of First Global PMS
Which is the best company through which an investor can invest in First Global India Super 50 Portfolio – (IS50)?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 23.